AWM
XM

AE Wealth Management’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

AE Wealth Management’s Portfolio XM Stock Details XM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-55,791
Closed -$579K – 2032
2022
Q4 		$579K Buy
+55,791
New +$585K ﹤0.01% 1235
2021
Q4 		– Sell
-15,607
Closed -$667K – 1814
2021
Q3 		$667K Buy
+15,607
New +$660K 0.01% 1030

Other funds holding XM

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

AE Wealth Management's XM Position: Q1 2023 in Review

AE Wealth Management sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q1 2023, closing a stake of 55,791 shares — an estimated $579K sold.

AE Wealth Management first reported a position in XM in Q3 2021 and held it in 2 quarters. The position peaked at $667K in Q3 2021. 197 funds tracked by Wall St. Rank hold XM as of Q1 2023.

  • AE Wealth Management reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q1 2023 after selling out during the quarter.
  • AE Wealth Management sold 55,791 Qualtrics International Inc. Class A Common Stock shares in Q1 2023, an estimated $579K.
  • AE Wealth Management first reported a position in Qualtrics International Inc. Class A Common Stock in Q3 2021 and held it in 2 quarters.
  • AE Wealth Management's Qualtrics International Inc. Class A Common Stock position peaked at $667K in Q3 2021.
  • 197 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q1 2023.

Based on AE Wealth Management's 13F filing for Q1 2023, filed 14 Apr 2023.